Making sure your philanthropic dollars are managed with the same best-in-class service as the rest of your wealth. We offer:

Assisting with defining philanthropic goals, articulating your mission, evaluating potential charities, and utilizing a variety of trusts, charitable vehicles, and wealth management tools.

Offering a broad range of services designed to help nonprofit organizations (ranging from family foundations to some of the nation’s largest nonprofits) refine and implement their strategies.

Helping clients understand how to use a variety of financial management tools for philanthropic strategies, such as charitable remainder trusts, donor-advised funds, and charitable gift annuities.